Caterpillar Inc
CAT- Exchange
- NYSE
- Industry
- Construction Machinery & Equip
- SEC CIK
- 0000018230
In the last 90 days, Caterpillar Inc insiders filed 0 open-market purchases and 1 sale; 4,070 institutions reported holding it in 13F filings for Q2 2026, worth $351.1B in total; 5 superinvestors hold it, including Gates Foundation Trust and Markel Group.
13F holders, Q2 2024
Institutional positions in Caterpillar Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,713
- +37 vs. Q1 2024
- Shares held
- 344.1M
- −3.05M (−0.9%) vs. Q1 2024
- Total value
- $114.5B
- −$12.4B (−9.8%) vs. Q1 2024
- New holders
- 184
- 1,050 more added
- Sold out
- 147
- 995 more reduced
38 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $88.0B |
| Q1 2023 | 2,284 | $82.6B |
| Q4 2022 | 2,287 | $87.1B |
| Q3 2022 | 1,992 | $59.2B |
| Q2 2022 | 2,077 | $65.6B |
| Q1 2022 | 2,176 | $82.0B |
| Q4 2021 | 2,161 | $74.9B |
| Q3 2021 | 1,943 | $71.1B |
| Q2 2021 | 2,028 | $82.0B |
| Q1 2021 | 2,015 | $88.0B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 10,230 | $3.41M | 0.49% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 10,187 | $3.39M | 0.34% | −29−0.3% | Reduced |
| KMG Fiduciary Partners, LLC | 10,176 | $3.39M | 0.33% | +157+1.6% | Added |
| Monetary Management Group Inc | 10,167 | $3.39M | 0.90% | −250−2.4% | Reduced |
| Worldquant Millennium Advisors LLC | 10,134 | $3.38M | 0.03% | +3,778+59.4% | Added |
| Evercore Wealth Management, LLC | 10,122 | $3.37M | 0.05% | −57−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,118 | $3.37M | 1.67% | −776−7.1% | Reduced |
| Oliver Luxxe Assets LLC | 10,116 | $3.37M | 0.72% | −58−0.6% | Reduced |
| Brown Brothers Harriman & Co | 10,108 | $3.37M | 0.03% | −326−3.1% | Reduced |
| Cynosure Management, LLC | 10,099 | $3.36M | 0.54% | +6,464+177.8% | Added |
| Baldwin Investment Management, LLC | 10,053 | $3.35M | 0.46% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 10,046 | $3.35M | 1.47% | −152−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,026 | $3.34M | 0.05% | −1,841−15.5% | Reduced |
| Hudock, Inc. | 9,947 | $3.31M | 0.62% | +176+1.8% | Added |
| 1st Source Bank | 9,947 | $3.31M | 0.19% | −65−0.6% | Reduced |
| Argent Trust Co | 9,880 | $3.29M | 0.14% | +126+1.3% | Added |
| Dumont & Blake Investment Advisors LLC | 9,866 | $3.29M | 0.47% | +6,363+181.6% | Added |
| Schnieders Capital Management LLC | 9,859 | $3.28M | 0.66% | −400−3.9% | Reduced |
| Cumberland Advisors Inc | 9,850 | $3.28M | 1.34% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,848 | $3.28M | 0.12% | +293+3.1% | Added |
| Truvestments Capital LLC | 9,821 | $3.27M | 1.30% | +106+1.1% | Added |
| Finer Wealth Management, Inc. | 9,789 | $3.26M | 2.10% | −381−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,758 | $3.25M | 0.34% | +280+3.0% | Added |
| Independent Financial Group, LLC | 9,756 | $3.25M | 0.13% | +388+4.1% | Added |
| Mill Capital Management, LLC | 9,737 | $3.24M | 0.27% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 9,721 | $3.24M | 0.07% | +3,251+50.2% | Added |
| Alberta Investment Management Corp | 9,700 | $3.23M | 0.03% | −4,500−31.7% | Reduced |
| SeaCrest Wealth Management, LLC | 9,634 | $3.21M | 0.37% | −534−5.3% | Reduced |
| LMG Wealth Partners, LLC | 9,628 | $3.21M | 0.80% | +233+2.5% | Added |
| WR Wealth Planners, LLC | 9,612 | $3.20M | 0.98% | −714−6.9% | Reduced |
| Wellington Shields & Co., LLC | 9,608 | $3.20M | 1.04% | 00.0% | Unchanged |
| Hoylecohen, LLC | 9,544 | $3.18M | 0.24% | −80−0.8% | Reduced |
| Mirabella Financial Services LLP | 9,537 | $3.18M | 0.23% | +9,537 | New |
| Pinnacle Holdings, LLC | 9,531 | $3.17M | 1.29% | −145−1.5% | Reduced |
| First National Bank & Trust Co of Newtown | 9,526 | $3.17M | 0.64% | +100+1.1% | Added |
| Cambridge Advisors Inc. | 9,525 | $3.17M | 0.74% | −21−0.2% | Reduced |
| Ibex Wealth Advisors | 9,495 | $3.16M | 0.49% | +1,535+19.3% | Added |
| Acadian Asset Management LLC | 9,483 | $3.16M | 0.01% | +446+4.9% | Added |
| Palisade Asset Management, LLC | 9,447 | $3.15M | 0.33% | −25−0.3% | Reduced |
| Brendel Financial Advisors LLC | 9,444 | $3.15M | 2.00% | +9,444 | New |
| Nilsine Partners, LLC | 9,431 | $3.14M | 0.42% | +502+5.6% | Added |
| RB Capital Management, LLC | 9,414 | $3.14M | 0.80% | −63−0.7% | Reduced |
| Buckley Wealth Management, LLC | 9,352 | $3.12M | 0.99% | +5+0.1% | Added |
| Stamos Capital Partners, L.P. | 9,350 | $3.11M | 0.66% | +1,060+12.8% | Added |
| McKinley Carter Wealth Services, Inc. | 9,343 | $3.11M | 0.20% | −98−1.0% | Reduced |
| Global Trust Asset Management, LLC | 9,329 | $3.11M | 1.25% | −84−0.9% | Reduced |
| BNC Wealth Management, LLC | 9,319 | $3.10M | 1.15% | +1,958+26.6% | Added |
| Avitas Wealth Management LLC | 9,308 | $3.10M | 0.45% | +45+0.5% | Added |
| Hennessy Advisors Inc | 9,300 | $3.10M | 0.12% | −100−1.1% | Reduced |
| Graphene Investments SAS | 9,300 | $3.10M | 1.95% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 9,214 | $3.07M | 0.15% | −253−2.7% | Reduced |
| AMG National Trust Bank | 9,212 | $3.07M | 0.08% | +2,254+32.4% | Added |
| HBK Sorce Advisory LLC | 9,168 | $3.05M | 0.11% | −580−5.9% | Reduced |
| Aire Advisors, LLC | 9,111 | $3.03M | 0.69% | −230−2.5% | Reduced |
| River Street Advisors LLC | 9,087 | $3.03M | 1.88% | +120+1.3% | Added |
| Gladstone Institutional Advisory LLC | 9,078 | $3.02M | 0.16% | −517−5.4% | Reduced |
| L2 Asset Management, LLC | 9,078 | $3.02M | 0.91% | +1,488+19.6% | Added |
| Occudo Quantitative Strategies LP | 9,014 | $3.00M | 0.53% | +8,021+807.8% | Added |
| We Are One Seven, LLC | 8,995 | $3.00M | 0.14% | −674−7.0% | Reduced |
| South Dakota Investment Council | 8,964 | $2.99M | 0.06% | −10−0.1% | Reduced |
| DRW Securities, LLC | 8,959 | $2.98M | 0.18% | +7,652+585.5% | Added |
| J.W. Cole Advisors, Inc. | 8,912 | $2.97M | 0.14% | −20−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,905 | $2.97M | 0.29% | +970+12.2% | Added |
| Douglass Winthrop Advisors, LLC | 8,896 | $2.96M | 0.06% | +11+0.1% | Added |
| Lowe Brockenbrough & Co Inc | 8,872 | $2.96M | 0.20% | −18−0.2% | Reduced |
| Change Path, LLC | 8,867 | $2.95M | 0.15% | −14−0.2% | Reduced |
| Adirondack Trust Co | 8,838 | $2.94M | 1.20% | −26−0.3% | Reduced |
| Gould Capital, LLC | 8,835 | $2.94M | 2.08% | −1,732−16.4% | Reduced |
| Bryn Mawr Trust Co | 8,835 | $2.94M | 0.11% | −24−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,833 | $2.94M | 0.25% | +227+2.6% | Added |
| Concord Wealth Partners | 8,774 | $2.92M | 0.52% | +472+5.7% | Added |
| Hanson & Doremus Investment Management | 8,725 | $2.91M | 0.49% | −65−0.7% | Reduced |
| Convergence Investment Partners, LLC | 8,711 | $2.90M | 0.85% | +1,575+22.1% | Added |
| Family Management Corp | 8,702 | $2.90M | 0.51% | +713+8.9% | Added |
| Ti-Trust, Inc | 8,692 | $2.90M | 2.23% | −405−4.5% | Reduced |
| Cullen Investment Group, Ltd. | 8,685 | $2.89M | 0.46% | −268−3.0% | Reduced |
| Neo Ivy Capital Management | 8,684 | $2.89M | 0.57% | +8,684 | New |
| Smith, Salley & Associates | 8,676 | $2.89M | 0.21% | +399+4.8% | Added |
| Abn Amro Investment Solutions | 8,621 | $2.87M | 0.05% | +6,305+272.2% | Added |
| Daymark Wealth Partners, LLC | 128,254 | $2.87M | 0.13% | +913+0.7% | Added |
| AlTi Global, Inc. | 8,566 | $2.85M | 0.08% | −2,598−23.3% | Reduced |
| First Horizon Advisors, Inc. | 8,564 | $2.85M | 0.09% | +1,126+15.1% | Added |
| Atlantic Union Bankshares Corp | 8,533 | $2.84M | 0.18% | −141−1.6% | Reduced |
| Park National Corp | 8,522 | $2.84M | 0.10% | −164−1.9% | Reduced |
| Rothschild Investment LLC | 8,472 | $2.82M | 0.20% | −180−2.1% | Reduced |
| G&S Capital LLC | 8,114 | $2.81M | 1.22% | +3,329+69.6% | Added |
| Loudon Investment Management, LLC | 8,418 | $2.80M | 1.65% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 8,413 | $2.80M | 0.96% | +158+1.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,410 | $2.80M | 1.07% | −117−1.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 8,400 | $2.80M | 1.19% | +8,400 | New |
| Becker Capital Management Inc | 8,384 | $2.79M | 0.10% | −228−2.6% | Reduced |
| Core Wealth Advisors, Inc. | 8,327 | $2.77M | 0.95% | −474−5.4% | Reduced |
| Choate Investment Advisors | 8,319 | $2.77M | 0.07% | −401−4.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 8,300 | $2.76M | 0.11% | −62,488−88.3% | Reduced |
| Boltwood Capital Management | 8,256 | $2.75M | 0.86% | −23−0.3% | Reduced |
| Quantbot Technologies LP | 8,205 | $2.73M | 0.13% | +8,205 | New |
| Westpac Banking Corp | 8,203 | $2.73M | 0.22% | 00.0% | Unchanged |
| Zhang Financial LLC | 8,195 | $2.73M | 0.19% | +176+2.2% | Added |
| Qtron Investments LLC | 8,135 | $2.71M | 0.39% | −818−9.1% | Reduced |
| Old Port Advisors | 8,093 | $2.70M | 0.81% | −57−0.7% | Reduced |